Active
VISION FINANCIAL MANAGEMENT, LLC
Investment Advice|CUYAHOGA FALLS, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$120M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 120.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 170003 |
| SEC Number | 801-133721 |
| Street Address | 122 BROAD BLVD. |
| Location | CUYAHOGA FALLS, OH 44221 |
| Country | United States |
| Phone | 330-929-9900 |
| Fax | 330-929-9702 |
| Total Employees | 4 |
Client Count by Type (428 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 392 |
| High Net Worth Individual… | 36 |
Community Partners
CITY OF AKRON
CITY OF BARBERTON
CITY OF CUYAHOGA FALLS
CITY OF HUDSON
CITY OF MACEDONIA
CITY OF MUNROE FALLS
CITY OF NEW FRANKLIN
CITY OF NORTON
CITY OF STOW
CITY OF TALLMADGE
CITY OF TWINSBURG
COUNTY OF SUMMIT
I PREVAIL 365
PUBLIC SAFETY
REMINDERVILLE ADMIN OFC
REMINDERVILLE, VILLAGE OF
TOWNSHIP OF BOSTON
TOWNSHIP OF COPLEY
TOWNSHIP OF COVENTRY
TOWNSHIP OF NORTHFIELD CENTER
CITY OF AKRON
CITY OF BARBERTON
CITY OF CUYAHOGA FALLS
CITY OF HUDSON
CITY OF MACEDONIA
CITY OF MUNROE FALLS
CITY OF NEW FRANKLIN
CITY OF NORTON
CITY OF STOW
CITY OF TALLMADGE
CITY OF TWINSBURG
COUNTY OF SUMMIT
I PREVAIL 365
PUBLIC SAFETY
REMINDERVILLE ADMIN OFC
REMINDERVILLE, VILLAGE OF
TOWNSHIP OF BOSTON
TOWNSHIP OF COPLEY
TOWNSHIP OF COVENTRY
TOWNSHIP OF NORTHFIELD CENTER
CITY OF AKRON
CITY OF BARBERTON
CITY OF CUYAHOGA FALLS
CITY OF HUDSON
CITY OF MACEDONIA
CITY OF MUNROE FALLS
CITY OF NEW FRANKLIN
CITY OF NORTON
CITY OF STOW
CITY OF TALLMADGE
CITY OF TWINSBURG
COUNTY OF SUMMIT
I PREVAIL 365
PUBLIC SAFETY
REMINDERVILLE ADMIN OFC
REMINDERVILLE, VILLAGE OF
TOWNSHIP OF BOSTON
TOWNSHIP OF COPLEY
TOWNSHIP OF COVENTRY
TOWNSHIP OF NORTHFIELD CENTER
Municipal Government
31 Active
31
Organizations
AKRON-BATH-COPLEY JOINT TOWNSHIP HOSPITAL DISTRICT
AKRON-SUMMIT COUNTY PUBLIC LIBRARY DISTRICT
BARBERTON-NORTON MOSQUITO ABATEMENT DIST
DEPARTMENT OF SANITARY SEWER SERVICES
METROPOLITAN REGIONAL SERVICE
METRO REGIONAL TRANSIT AUTHORITY (AKRON)
NORTHFIELD VILLAGE FIRE STATION
NORTH HILLS WATER DISTRICT
OHIO SCHOOL EMPLOYEES INSURANCE CONSORTIUM
RICHFIELD JOINT RECREATION DISTRICT
SOUTH SUMMIT COUNCIL OF GOVERNMENTS
SUMMIT-AKRON SOLID WASTE MANAGEMENT AUTHORITY
SUMMIT AND MEDINA WORKFORCE AREA COUNCIL OF GOVERNMENTS
SUMMIT COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
SUMMIT METRO PARKS DISTRICT
SUMMIT REGIONAL HEALTHCARE CONSORTIUM
SUMMIT SOIL AND WATER CONSERVATION DISTRICT
TWIN KEYSTONE WATER DISTRICT
VALLEY FIRE DISTRICT
AKRON-BATH-COPLEY JOINT TOWNSHIP HOSPITAL DISTRICT
AKRON-SUMMIT COUNTY PUBLIC LIBRARY DISTRICT
BARBERTON-NORTON MOSQUITO ABATEMENT DIST
DEPARTMENT OF SANITARY SEWER SERVICES
METROPOLITAN REGIONAL SERVICE
METRO REGIONAL TRANSIT AUTHORITY (AKRON)
NORTHFIELD VILLAGE FIRE STATION
NORTH HILLS WATER DISTRICT
OHIO SCHOOL EMPLOYEES INSURANCE CONSORTIUM
RICHFIELD JOINT RECREATION DISTRICT
SOUTH SUMMIT COUNCIL OF GOVERNMENTS
SUMMIT-AKRON SOLID WASTE MANAGEMENT AUTHORITY
SUMMIT AND MEDINA WORKFORCE AREA COUNCIL OF GOVERNMENTS
SUMMIT COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
SUMMIT METRO PARKS DISTRICT
SUMMIT REGIONAL HEALTHCARE CONSORTIUM
SUMMIT SOIL AND WATER CONSERVATION DISTRICT
TWIN KEYSTONE WATER DISTRICT
VALLEY FIRE DISTRICT
AKRON-BATH-COPLEY JOINT TOWNSHIP HOSPITAL DISTRICT
AKRON-SUMMIT COUNTY PUBLIC LIBRARY DISTRICT
BARBERTON-NORTON MOSQUITO ABATEMENT DIST
DEPARTMENT OF SANITARY SEWER SERVICES
METROPOLITAN REGIONAL SERVICE
METRO REGIONAL TRANSIT AUTHORITY (AKRON)
NORTHFIELD VILLAGE FIRE STATION
NORTH HILLS WATER DISTRICT
OHIO SCHOOL EMPLOYEES INSURANCE CONSORTIUM
RICHFIELD JOINT RECREATION DISTRICT
SOUTH SUMMIT COUNCIL OF GOVERNMENTS
SUMMIT-AKRON SOLID WASTE MANAGEMENT AUTHORITY
SUMMIT AND MEDINA WORKFORCE AREA COUNCIL OF GOVERNMENTS
SUMMIT COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
SUMMIT METRO PARKS DISTRICT
SUMMIT REGIONAL HEALTHCARE CONSORTIUM
SUMMIT SOIL AND WATER CONSERVATION DISTRICT
TWIN KEYSTONE WATER DISTRICT
VALLEY FIRE DISTRICT
Special District
19 Active
19
Organizations
AKRON CITY SCH DIST
BARBERTON CITY SCH DIST
BOARD OF EDUCATION OF REVERE LOCAL SCHOOL DISTRICT, OHIO
COPLEY-FAIRLAWN CITY SCH DIST
COVENTRY LOCAL SCH DIST
CUYAHOGA FALLS CITY SCH DIST
GREEN LOCAL SCH DIST
HUDSON LOCAL SCH DIST
MANCHESTER LOCAL SCH DIST
MOGADORE LOCAL SCH DIST
NORDONIA HILLS CITY SCHOOL DIST
NORTON CITY SCH DIST
PORTAGE LAKES JT VOC SCH DIST
REVERE LOCAL SCH DIST
SPRINGFIELD LOCAL SCH DIST
STOW CITY SCH DIST
SUMMIT COUNTY EDUCATIONAL SERVICE CENTER
TALLMADGE CITY SCH DIST
TWINSBURG CITY SCH DIST
WOODRIDGE LOCAL SCH DIST
AKRON CITY SCH DIST
BARBERTON CITY SCH DIST
BOARD OF EDUCATION OF REVERE LOCAL SCHOOL DISTRICT, OHIO
COPLEY-FAIRLAWN CITY SCH DIST
COVENTRY LOCAL SCH DIST
CUYAHOGA FALLS CITY SCH DIST
GREEN LOCAL SCH DIST
HUDSON LOCAL SCH DIST
MANCHESTER LOCAL SCH DIST
MOGADORE LOCAL SCH DIST
NORDONIA HILLS CITY SCHOOL DIST
NORTON CITY SCH DIST
PORTAGE LAKES JT VOC SCH DIST
REVERE LOCAL SCH DIST
SPRINGFIELD LOCAL SCH DIST
STOW CITY SCH DIST
SUMMIT COUNTY EDUCATIONAL SERVICE CENTER
TALLMADGE CITY SCH DIST
TWINSBURG CITY SCH DIST
WOODRIDGE LOCAL SCH DIST
AKRON CITY SCH DIST
BARBERTON CITY SCH DIST
BOARD OF EDUCATION OF REVERE LOCAL SCHOOL DISTRICT, OHIO
COPLEY-FAIRLAWN CITY SCH DIST
COVENTRY LOCAL SCH DIST
CUYAHOGA FALLS CITY SCH DIST
GREEN LOCAL SCH DIST
HUDSON LOCAL SCH DIST
MANCHESTER LOCAL SCH DIST
MOGADORE LOCAL SCH DIST
NORDONIA HILLS CITY SCHOOL DIST
NORTON CITY SCH DIST
PORTAGE LAKES JT VOC SCH DIST
REVERE LOCAL SCH DIST
SPRINGFIELD LOCAL SCH DIST
STOW CITY SCH DIST
SUMMIT COUNTY EDUCATIONAL SERVICE CENTER
TALLMADGE CITY SCH DIST
TWINSBURG CITY SCH DIST
WOODRIDGE LOCAL SCH DIST
School District
20 Active
20
Organizations
100 WOMEN STRONG OHIO INC
1129 FALLS CATHOLIC CREDIT UNION
13517 CHARITIES INC
194 SPICER INC
20TH TACTICAL FIGHTER WING ASSOCIATION INC
2 HANDS FEEDING HUNGRY HEARTS
3222 CLUB INC
365 HOUSING
4 CORNERS CITY OUTREACH INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4THELOVEOFKIDS
AAACAA CONFERENCE OF INDEPENDENT
AACE INTERNATIONAL
AARP
ACADEMIC LIBRARY ASSOCIATION OF OHIO
ACADEMY OF LIFE AND LEARNING
A CHILDRENS THEATER
100 WOMEN STRONG OHIO INC
1129 FALLS CATHOLIC CREDIT UNION
13517 CHARITIES INC
194 SPICER INC
20TH TACTICAL FIGHTER WING ASSOCIATION INC
2 HANDS FEEDING HUNGRY HEARTS
3222 CLUB INC
365 HOUSING
4 CORNERS CITY OUTREACH INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4THELOVEOFKIDS
AAACAA CONFERENCE OF INDEPENDENT
AACE INTERNATIONAL
AARP
ACADEMIC LIBRARY ASSOCIATION OF OHIO
ACADEMY OF LIFE AND LEARNING
A CHILDRENS THEATER
100 WOMEN STRONG OHIO INC
1129 FALLS CATHOLIC CREDIT UNION
13517 CHARITIES INC
194 SPICER INC
20TH TACTICAL FIGHTER WING ASSOCIATION INC
2 HANDS FEEDING HUNGRY HEARTS
3222 CLUB INC
365 HOUSING
4 CORNERS CITY OUTREACH INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4THELOVEOFKIDS
AAACAA CONFERENCE OF INDEPENDENT
AACE INTERNATIONAL
AARP
ACADEMIC LIBRARY ASSOCIATION OF OHIO
ACADEMY OF LIFE AND LEARNING
A CHILDRENS THEATER
Nonprofit Organization
1531 Active
1531
Organizations
Community Partners120 organizations
CITY OF AKRON
Municipal Government·AKRON
CITY OF BARBERTON
Municipal Government·BARBERTON
CITY OF NEW FRANKLIN
Municipal Government·NEW FRANKLIN
CITY OF TWINSBURG
Municipal Government·TWINSBURG
I PREVAIL 365
Municipal Government·COPLEY
PUBLIC SAFETY
Municipal Government·AKRON
REMINDERVILLE ADMIN OFC
Municipal Government·AURORA
REMINDERVILLE, VILLAGE OF
Municipal Government·AURORA
TOWNSHIP OF RICHFIELD
Municipal Government·BRECKSVILLE
UNITY IN THE COMMUNITY OF AKRON, INC
Municipal Government·AKRON
VILLAGE OF BOSTON HEIGHTS
Municipal Government·HUDSON
VILLAGE OF LAKEMORE
Municipal Government·LAKEMORE
VILLAGE OF PENINSULA
Municipal Government·PENINSULA
VILLAGE OF SILVER LAKE
Municipal Government·SILVER LAKE
BARBERTON-NORTON MOSQUITO ABATEMENT DIST
Special District·BARBERTON
DEPARTMENT OF SANITARY SEWER SERVICES
Special District·AKRON
METROPOLITAN REGIONAL SERVICE
Special District·CUYAHOGA FALLS
NORTHFIELD VILLAGE FIRE STATION
Special District·NORTHFIELD
NORTH HILLS WATER DISTRICT
Special District·NORTHFIELD
OHIO SCHOOL EMPLOYEES INSURANCE CONSORTIUM
Special District·AKRON
RICHFIELD JOINT RECREATION DISTRICT
Special District·RICHFIELD
SOUTH SUMMIT COUNCIL OF GOVERNMENTS
Special District·NORTH CANTON
SUMMIT AND MEDINA WORKFORCE AREA COUNCIL OF GOVERNMENTS
Special District·AKRON
SUMMIT COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
Special District·AKRON
SUMMIT REGIONAL HEALTHCARE CONSORTIUM
Special District·COPLEY
TWIN KEYSTONE WATER DISTRICT
Special District·TWINSBURG
BOARD OF EDUCATION OF REVERE LOCAL SCHOOL DISTRICT, OHIO
School District·RICHFIELD
SUMMIT COUNTY EDUCATIONAL SERVICE CENTER
School District·CUYAHOGA FALLS
100 WOMEN STRONG OHIO INC
Nonprofit Organization·HUDSON
1129 FALLS CATHOLIC CREDIT UNION
Nonprofit Organization·CUYAHOGA FALLS
13517 CHARITIES INC
Nonprofit Organization·Cuyahoga Falls
194 SPICER INC
Nonprofit Organization·Stow
20TH TACTICAL FIGHTER WING ASSOCIATION INC
Nonprofit Organization·Stow
2 HANDS FEEDING HUNGRY HEARTS
Nonprofit Organization·Cuyahoga Falls
3222 CLUB INC
Nonprofit Organization·Stow
365 HOUSING
Nonprofit Organization·CUYAHOGA FALLS
4 CORNERS CITY OUTREACH INC
Nonprofit Organization·SAGAMORE HILLS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cuyahoga Falls
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Norton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Hudson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Richfield
4THELOVEOFKIDS
Nonprofit Organization·Hudson
AAACAA CONFERENCE OF INDEPENDENT
Nonprofit Organization·HUDSON
AACE INTERNATIONAL
Nonprofit Organization·Stow
AARP
Nonprofit Organization·richfield
ACADEMIC LIBRARY ASSOCIATION OF OHIO
Nonprofit Organization·Stow
ACADEMY OF LIFE AND LEARNING
Nonprofit Organization·Stow
A CHILDRENS THEATER
Nonprofit Organization·HUDSON
ACKER MOORE MEMORIAL FUND
Nonprofit Organization·STOW
Acker Moore Memorial Post
Nonprofit Organization·Stow
ADEDIRAN & TEMITOPE ADELEKE CHARITABLE FOUNDATION NFP
Nonprofit Organization·TALLMADGE
ADVANCE MATERIALS PRODUCTS, INC
Nonprofit Organization·HUDSON
AERO&ENG CTE
Nonprofit Organization·Stow
AFIA ONCOLOGY FOUNDATION
Nonprofit Organization·HUDSON
A GIFT BASKET FOR GIRLS
Nonprofit Organization·Cuyahoga Falls
AGNUS DEI ACADEMY OF PERFORMING ARTS INC
Nonprofit Organization·Norton
AKRON AREA SQUARE AND ROUND DANCE FEDERATION
Nonprofit Organization·BARBERTON
AKRON ARMOR FOOTBALL CLUB
Nonprofit Organization·Tallmadge
AKRON ASSOCIATION OF CLASSIFIED PERSONNEL
Nonprofit Organization·CUYAHOGA FALLS
AKRON ATHLETICS
Nonprofit Organization·Cuyahoga Falls
AKRON BICYCLE CLUB
Nonprofit Organization·COPLEY
AKRON-CANTON BONSAI SOCIETY
Nonprofit Organization·Tallmadge
AKRON CANTON CHAPTER BUICK CLUB OF AMERICA
Nonprofit Organization·Cuyahoga Falls
AKRON CANTON CHAPTER SOCIETY OF CPCU
Nonprofit Organization·Tallmadge
AKRON CHAPTER, AMERICAN PRODUCTION & INVENTORY CONTROL SOCIETY INCORPORATED
Nonprofit Organization·COPLEY
AKRON CHAPTER NATIONAL TOOLING & MACHINE
Nonprofit Organization·Barberton
AKRON COIN CLUB
Nonprofit Organization·Cuyahoga Falls
AKRON COMMUNITY TRANSFORMATION OF SOCIETY
Nonprofit Organization·Hudson
AKRON CRIME CLINIC INC
Nonprofit Organization·Cuyahoga Falls
AKRON DENTAL SOCIETY
Nonprofit Organization·BARBERTON
Akron Fossils and Science Center
Nonprofit Organization·Copley
AKRON METROPOLITAN SWIM ASSOCIATION INC
Nonprofit Organization·Stow
AKRON MINERAL SOCIETY
Nonprofit Organization·CUYAHOGA FALLS
AKRON OHIO CITY COUNCIL OF BETA SIGMA PHI
Nonprofit Organization·Copley
AKRON POPS ORCHESTRA
Nonprofit Organization·Stow
AKRON PRESS ASSOCIATION
Nonprofit Organization·CUYAHOGA FALLS
AKRON ROUNDTABLE
Nonprofit Organization·CUYAHOGA FALLS
AKRON SYMPHONIC WINDS
Nonprofit Organization·CUYAHOGA FALLS